For insurance agents managing multiple product lines—like health, life, Medicare, or personal insurance—keeping client information organized can feel like a full-time job. That’s where Custom Objects inside Agent CRM come into play.

Custom Objects allow you to create personalized data fields and records that match your business needs, giving you a custom-built filing system for every policy, coverage type, and customer interaction. Whether you’re a Medicare agent tracking enrollments or a life insurance agent keeping up with term policies, Custom Objects turn your CRM into a fully tailored experience.

✅ What Are Custom Objects?

In Agent CRM, a Custom Object is essentially a special data container that you can design to store information unique to your business. Instead of trying to force all your data into generic contact records, you create objects that fit exactly what you need.

For example:

• A Life Insurance Policy Object could store:
  ✔️ Policyholder name
  ✔️ Policy number
  ✔️ Effective date
  ✔️ End date
• A Health Insurance Policy Object could hold:
  ✔️ Coverage type
  ✔️ Carrier name
  ✔️ Premium amount
  ✔️ Deductible amount

With Custom Objects, you’re building the CRM around your process—not the other way around.

✅ Step-by-Step: How to Create a Custom Object in Agent CRM

Step 1: Access Custom Objects

1️⃣ Navigate to Settings > Objects.
2️⃣ Click Create New Object.

Step 2: Name and Customize Your Object

3️⃣ Name the object to match your product, like Life Insurance Policy or Medicare Enrollment.
4️⃣ Add a display field name—this will act as the unique identifier for each record. Most agents use the Policy Number for this field.
5️⃣ Choose an icon and add a description (optional).

Step 3: Add Custom Fields

6️⃣ After creating the object, add fields that match what you need to track. For example, a Life Insurance Policy Object might include:

• Policyholder Name
• Effective Date
• End Date
• Carrier
• Premium Amount

Each field can be text, date, dropdown, or number—whatever fits your needs.

Step 4: Create Policy Records

7️⃣ With your object created, you can now add individual records each time you sell a policy.
8️⃣ Each record will be tied to a contact in your CRM, allowing you to see all policies linked to a client.

Step 5: Link Multiple Policies Together

9️⃣ If a client purchases multiple policies, you can link Custom Objects so that a single contact has both life and health insurance records attached to their profile.
🔗 This creates a complete picture of the client’s relationship with you.

✅ Examples: How Insurance Agents Can Use Custom Objects

For Health Insurance Agents

Create a Health Insurance Policy Object that tracks:

• Plan Type (HMO, PPO, EPO)
• Carrier Name
• Policy Number
• Deductible
• Premium Amount
• Coverage Start Date

For Life Insurance Agents

Create a Life Insurance Policy Object for:

• Policyholder Name
• Term or Whole Life
• Beneficiary Information
• Policy Number
• Effective and Expiration Dates

For Personal Insurance Agents

Create a Personal Insurance Object to track:

• Auto, Home, or Renters Coverage
• Policy Number
• Coverage Limits
• Renewal Date
• Carrier Contact Information

For Medicare Agents

Create a Medicare Enrollment Object to store:

• Plan Type (Advantage, Supplement, Prescription Drug)
• Carrier
• Plan Effective Date
• Drug List or Formulary Notes
• Annual Review Reminder

✅ How Custom Objects Compare to Traditional CRM Fields

✅ Why Custom Objects Are Essential for Multi-Line Agents

🔹 No More Workarounds – Stop stuffing policy numbers into random fields.
🔹 Complete Client Profiles – See every policy linked to a client in one place.
🔹 Better Follow-Up – Use object data to trigger renewals, cross-sells, and service follow-ups.
🔹 Works Across All Products – Medicare, Life, Health, P&C—track them all!

🚀 Start Building Custom Objects in Agent CRM Today

If you’ve been looking for a way to organize every policy, track every product, and see your clients’ full history at a glance, Custom Objects in Agent CRM is your solution.

✅ Stop forcing your data into rigid contact fields.
✅ Start building a CRM that fits your agency’s exact needs.

👉 Try Agent CRM free for 14 days at www.agent-crm.com and see how Custom Objects can transform the way you manage your book of business.